Name: 17hats
Price: 45 USD
Rating: 9.9 (12 reviews)
Author: 17hats

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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### Client Management
Users appreciate 17hats for its ability to keep all client details and documents in one centralized location, making it convenient to manage tasks and assignments for each client efficiently. The platform's user-friendly client portal has been particularly lauded for simplifying client interactions and enhancing overall organization. Additionally, the feature that allows for assigning tasks to staff members and tracking all client-related activities in one place has been commended for its effectiveness in streamlining client management processes.

### Project Organization
Users consistently highlight 17hats as a valuable tool for maintaining project organization, emphasizing its role in streamlining workflows, managing projects efficiently, and centralizing project-related documents and information. The platform's project organization capabilities have been instrumental in helping users stay on top of tasks, track progress, and ensure that all project elements are well-coordinated and easily accessible. The positive feedback regarding 17hats's project organization features underscores its effectiveness in enhancing overall project management processes and contributing to a more organized and structured approach to handling various projects.

### Task Management
Users appreciate how 17hats simplifies task delegation and tracking, allowing for efficient project and contact organization. The platform's ability to automate emails, manage workflows, and track tasks within projects has garnered positive feedback. Additionally, the integration with Google products and the ease of sending contracts with electronic signatures have been highlighted as valuable features by users.

### Invoicing and Payments
Users consistently praise 17hats for its invoicing and payments capabilities. They appreciate the ease of creating invoices, sending quotes, and managing payments all within the same platform. Some users find the ability to accept ACH payments through Stripe particularly beneficial, saving them significant amounts on credit card fees. However, a few users express concerns about the basic nature of the accounting software, prompting them to integrate with external accounting tools for more advanced functionalities. Despite this, the majority of users find 17hats to be a valuable tool for streamlining invoicing and payment processes within their businesses.

### Accounting and Bookkeeping
While some users appreciate the convenience of 17hats's integrated accounting and bookkeeping features, others find them lacking in depth and functionality. The software's basic accounting tools may suit some users but fall short for those requiring more advanced financial management capabilities. Despite the ability to integrate with external accounting software, users express a desire for enhanced automation and receipt management within the platform. Ultimately, opinions vary on the effectiveness of 17hats in meeting diverse accounting and bookkeeping needs.

### Email Management
Users consistently praise 17hats for its efficient email management features. The general sentiment among reviewers is that 17hats excels in streamlining email-related tasks such as email templates, automation, and syncing. Many users appreciate the time-saving benefits of the platform's email management capabilities, highlighting features like auto-reply, customizable email templates, and automated workflows. Despite some initial difficulties reported by a few users, the overall consensus leans towards 17hats being a reliable solution for managing emails effectively.

### Scheduling and Booking
Users generally appreciate 17hats for its scheduling and booking features, highlighting the convenience of setting up scheduling options for clients and the ease of using templates. However, some users have expressed concerns about the booking function lacking certain features found in other platforms, such as manual scheduling and schedule blocking. Despite this, users acknowledge the potential for improvement in this area as the platform continues to evolve.

### Customer Service and Communication
Users have varying opinions on the customer service and communication features of 17hats. While some users appreciate the ease of project and contact organization, along with the ability to automate emails and track tasks efficiently, others express frustration with the lack of phone support and the high learning curve associated with the platform. The reliance on text messaging and email for customer service, coupled with delayed responses, has left some users feeling dissatisfied. However, there is a consensus that the customer service team, despite the communication challenges, is knowledgeable and willing to assist users in navigating the platform.

Users commonly recommend 17 Hats for its ability to keep all work in one place. It is often recommended for small businesses and solo entrepreneurs. Users suggest taking the time to set up and customize the platform for the best results. They also recommend trying out the free trial of 17 Hats to determine if it meets their specific needs. Additionally, users advise utilizing customer service for assistance with any questions or issues that may arise.

17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.

Starting Price

Starter

Essentials

Unlimited Plan - Monthly

Premium

Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.

Monthly Plan

Yearly Plan

17hats

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

Customer Service & Support

CRM Project Management

Customization

Security

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Case management

Lead management

Task management

Billing and invoicing management

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

17hats

Overview

What is 17hats?